+704.5%
AEHR vs UUUU
+88.5%
+616.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | +1.1% |
| 7D | +23.0% | -5.0% | +28.0% | +26.0% |
| 30D | -19.9% | -7.8% | -12.2% | -17.5% |
| 3M | +0.5% | -0.4% | +1.0% | +1.9% |
| 6M | +123.6% | -32.9% | +156.5% | +170.8% |
| YTD | +364.6% | -6.3% | +370.9% | +391.0% |
| 1Y | +255.3% | +7.9% | +247.4% | +235.0% |
| 3Y | +89.7% | +85.2% | +4.5% | +28.1% |
| All | +704.5% | +88.5% | +616.0% | +460.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling